neglected_bull

@Mr_Derivatives It was tradeable, to the downside 😂

Humble pie time. Today $BABA hit $121 at the lows. I came in March foolishly thinking the name was gonna go up. I was dead wrong. I said China is not investable. But it is tradable. Well, I even got the tradable side wrong. Toss tomatoes at me. File this one in the Heisensuck files. Lost like $7,000 ish overall on this trade. Fml

@ShawnMcCor8918 Pretty fucking good thanks to covered calls.

$GME investors, how we feeling? Be honest 👀

🛢️There's a lot being said about oil prices right now, so I put this chart together to help explain the major crude benchmarks and why they're all behaving differently. ⚪Brent (white) — The world's "default" oil price. Most global trade is priced off this. When the news says "oil is at $108," they mean Brent. 🟡WTI (yellow) — The U.S. benchmark, based on crude delivered to Oklahoma. It's the lowest line on the chart because American oil doesn't need to transit the Strait of Hormuz. 🟢Murban (green) — Crude from Abu Dhabi, delivered at Fujairah port, which sits just outside the Strait. Even though it technically doesn't have to pass through the chokepoint, drone strikes have hit Fujairah and nearby ports, pushing insurance and shipping costs up. 🟣Oman (purple) — The key benchmark for heavier crude sold into Asia. Many refineries in China, Japan, and South Korea are built specifically to process this grade. It's the highest line on the chart because Asian buyers are competing fiercely for a shrinking pool of cargoes. 🔴Dubai (red) — Used to price most long-term Gulf→Asia export contracts. It tracks alongside Oman as a measure of how hard Asian markets are being squeezed. The story isn't any single price — it's the gap between them. In late February these five lines were within $6 of each other. Now the spread between WTI and Oman is over $50. Since the U.S.-Israeli strikes on Iran began Feb 28, the Strait of Hormuz has effectively been closed. Daily transits have fallen from a historical average of ~138 ships to fewer than 5. The IEA has called it the largest disruption to global energy supply in history. Iran's IRGC has warned that not "a litre of oil" will pass for U.S. allies, while selectively allowing some Iranian, Indian, and Pakistani tankers through. Saudi Arabia is rerouting oil to its Red Sea port at Yanbu, and the UAE is using a pipeline to Fujairah — but combined pipeline capacity is only 3.5–5.5 million barrels/day vs the 20 million that normally flows through the Strait. Meanwhile, the 400 million barrel emergency reserve release by IEA members covers roughly 4 days of global consumption. Japan's refiners get ~95% of their crude from the Gulf. China receives 45% of its oil via Hormuz. South Korea, India, Thailand, Pakistan, and Bangladesh are all severely exposed. The wider the spread between the Asian benchmarks and Western ones on this chart, the more you're seeing that pain in real time.

@DOMOCAPITAL Is this a troll post? Short interest is 4% lol

Congrats to the $LULU shareholders that know how to read financial statements! Going to be a wicked short squeeze...

@GovPressOffice Biggest L, gov Newsom sucks

Nick Shirley, right now

The Hollow Men American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider. By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants. These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition. In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken. Today, we have severed that link. We have rigged the game so that heads, the Insider wins; tails, the shareholder loses. If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived. This looting starts in the boardroom. We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year. Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor. And for what? Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love. They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders. And what happens when these boards hire executives who also have no personal capital at risk? We get the Delegation Economy. When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know. This is not management. It is intellectual money laundering. They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake. While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us. If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag. The time for polite governance is over. If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.

$FOUR Multi-year Cup and Handle. 2026-2027 could get very interesting for the stock.

@nickshirleyy Nick, this is absolutely fucking infuriating. Keep up the good work.

🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. It is time to EXPOSE IT ALL and end America's fraud crisis.

@stocktalkweekly @WOLF_Financial @nvidia I hope he walks out bearish. Inverse Cramer consistently prints.

@WOLF_Financial @nvidia Cramer is just a couple rows away from us too lol

Full house! Thank you @nvidia for the invite.

$FOUR going for even more market dominance and disruption, partners with leading voice AI platform for restaurants. Stock appears undervalued and growth potential underestimated. Now largest holding in portfolio at avg price of $45. businesswire.com/news/home/2026…

@TrendSpider Nice but 10 years or 15 years it's Nvidia

The best trade of the last 20 years might surprise you. It wasn't tech. It wasn't software. And it wasn't $NVDA $10K invested in 2003, held to today: $MSFT → $220,000 $AMZN → $1,900,000 $NVDA → $11,000,000 $MNST → $25,000,000 It was an energy drink.

@michaeljburry Great read, agree with everything. Also believe passive investing will amplify crashes. Your take on the forced withdrawals for boomers is very interesting. We will see what happens in 2028 when that exceeds in flows for the first time.

@TrendSpider Because this time we're in a war conflict, lol

In 2022, $SPY fell over 11% before the Fear & Greed Index flagged Extreme Fear. Today, the index reads Extreme Fear, with $SPY down just 4.5% from highs.

@leevalueroach And where the bid ask spread is a dollar

The best deep value stocks are the ones where you googled the company name and got zero results from the last 3 years

@Jake__Wujastyk $FOUR

What charts do you want to see tonight???

@DizzyKnight7 @gqgeek @KTLA Consequences of voting for suicidal empathy

@gqgeek @KTLA As someone who has had family murdered, in public places like that its up to the city to protect those living there. Which makes them liable. However the taxpayers are losing if the family wins not the city sadly..

The family of a man who was stabbed to death by a homeless man while he was charging his electric car outside the Downey City library has filed a claim against the city seeking $40 million in damages. Details: ktla.com/news/local-new…

@bespokeinvest Yeah gap filled and momentum pushed it a little higher, should come down next week

9 green bars in a row for IBM $IBM after the "AI obsolescence" scare. Think it got a little overdone?

@TradingThomas3 Stuck between a rock and a hard place

Weak jobs report, feds can’t cut cause oil going nuts. The double whammy.

@Mr_Derivatives $FOUR

Heisenberg’s highly speculative play of the month for March. The chart looks good on this one soon. Coming up in 1 hr. Stay tuned.

@DOMOCAPITAL Probably the balance sheet, AEO balance sheet is significantly better than ANF. Haven't looked at GAP, URBN, nor TJX

0-1 today with $ANF down pre-market. But, why? There's zero reason why shares should be trading around a 5 EV/EBITDA ratio when AEO, GAP, URBN, and TJX trade at 9-21x. A fair value for $ANF based on '26 guidance would be $150 which they stated does not include tariff refund money. Apply any ratio.... EV to FCF / EBIT ... P/E ... shares are significantly undervalued and I wouldn't be surprised if we go green by the end of the day.